Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL EQTY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.12KNew |
$101K - $116K
|
3.12K
$60.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.08K+ 14.25% |
$99.7K - $114K
|
24.7K
$480K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3.05K+ 32.96% |
$98.6K - $113K
|
12.3K
$239K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.03K+ 3.92% |
$97.9K - $112K
|
80.3K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.99K+ 2.71% |
$96.7K - $111K
|
113K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.98K+ 21.12% |
$96.5K - $110K
|
17.1K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.96K+ 5.86% |
$95.8K - $110K
|
53.4K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.84K+ 7.89% |
$92K - $105K
|
38.9K
$756K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.79K+ 28.43% |
$90.4K - $103K
|
12.6K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.79K+ 16.02% |
$90.2K - $103K
|
20.2K
$393K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.72K+ 6.02% |
$88K - $101K
|
47.8K
$930K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.69K+ 1.63% |
$87K - $99.4K
|
168K
$3.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.62K+ 1.82% |
$84.9K - $97.1K
|
147K
$2.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.55K+ 3.02% |
$82.6K - $94.4K
|
87.2K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.45K+ 1.67% |
$79.2K - $90.6K
|
149K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 582.54% |
$78.8K - $90.1K
|
2.85K
$55.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.42K+ 3.95% |
$78.4K - $89.6K
|
63.8K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.41K+ 18.19% |
$77.8K - $89K
|
15.6K
$304K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.4K+ 13.68% |
$77.7K - $88.9K
|
19.9K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.36K+ 1.62% |
$76.2K - $87.2K
|
147K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.34K+ 1443.21% |
$75.7K - $86.5K
|
2.5K
$48.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.32K+ 1.81% |
$75.1K - $85.9K
|
131K
$2.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.29K+ 17.01% |
$74K - $84.6K
|
15.7K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.28K+ 1.25% |
$73.7K - $84.2K
|
184K
$3.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.28K+ 1.25% |
$73.7K - $84.2K
|
184K
$3.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.28K+ 1.0% |
$73.6K - $84.2K
|
230K
$4.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.25K+ 10.55% |
$72.7K - $83.2K
|
23.5K
$458K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 359.93% |
$69.2K - $79.1K
|
2.73K
$53.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.12KNew |
$68.5K - $78.3K
|
2.12K
$41.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.11K+ 10.58% |
$68.4K - $78.2K
|
22.1K
$430K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.1KNew |
$67.8K - $77.5K
|
2.1K
$40.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
BUY
|
- |
2.03K+ 1.06% |
$65.6K - $75K
|
193K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.97K+ 2.08% |
$63.8K - $73K
|
96.6K
$1.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.87K+ 4.35% |
$60.4K - $69K
|
44.7K
$870K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.84K+ 220.77% |
$59.5K - $68.1K
|
2.67K
$52K
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.84K+ 1.94% |
$59.5K - $68K
|
96.4K
$1.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.81K+ 2.67% |
$58.6K - $67K
|
69.7K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.77K+ 24.22% |
$57.4K - $65.6K
|
9.09K
$177K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.76K+ 4.3% |
$56.9K - $65.1K
|
42.7K
$830K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.75KNew |
$56.7K - $64.8K
|
1.75K
$34.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.75K+ 91.52% |
$56.6K - $64.7K
|
3.66K
$71.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.74K+ 8.37% |
$56.5K - $64.5K
|
22.6K
$439K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.67KNew |
$54.2K - $62K
|
1.67K
$32.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.56KNew |
$50.6K - $57.8K
|
1.56K
$30.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.56K+ 5.93% |
$50.3K - $57.6K
|
27.8K
$540K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.55K+ 24.41% |
$50.1K - $57.3K
|
7.89K
$153K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.52KNew |
$49.2K - $56.3K
|
1.52K
$29.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.5KNew |
$48.6K - $55.6K
|
1.5K
$29.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
1.49K+ 0.79% |
$48.3K - $55.3K
|
191K
$3.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.47K+ 12.84% |
$47.7K - $54.6K
|
13K
$252K
|